See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,492 | $80,717-10.2% | $154,803-53.2% | $84,808-14.5% |
| Participation rate | 95.1% | 66.8%+28.3pp | 78.1%+17.1pp | 68.3%+26.8pp |
| Annual return | 19.13% | 37.96%-18.8pp | 58.88%-39.8pp | 40.90%-21.8pp |
| Employer contribution / active EE | $4,298 | $2,761+55.7% | $4,305-0.2% | $2,631+63.4% |
| Participant deferral / active EE | $5,366 | $3,303+62.5% | $5,540-3.1% | $4,212+27.4% |
| Admin fee / account holder | $1,622 | $6,746-76.0% | $14,329-88.7% | $7,344-77.9% |